Medicare Specialist

The Company

OAKTREE Brokerage is an Independent Marketing Organization. We are market leader having been in business for 30 years specializing in life insurance, fixed annuities, long term care, and Medicare. Our main office is located in Fairfax, VA with offices in Nashville, TN and Austin, TX.

An excellent opportunity exists for the person with the passion and experience to add value to our growing team. This position will be responsible for assisting with the growth of our Medicare business through sales, marketing, recruiting and overall agent support.

This is a full time position with salary and incentive. We are looking for driven candidates with a track record recruiting to Medicare, Med Advantage, ACA and related products.

Purpose of this Role

The Medicare Specialist will develop and create new business brokerage/sales activity via the distribution of Medicare, Med Advantage, ACA and related products products to agents, clients, and/or accounts nationwide through digital, face-to-face visits to conferences, meetings, agencies and agents directly.

Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed which are not mentioned below.

• Recruit new producers and agencies into book of business
• Prospect, profile and manage existing producers for new and existing Medicare, Medicare Advantage, and ACA sales opportunities
• Utilize our internal resources to capitalize on team results, and coordinate with our specialists and support staff to achieve goals
• Incrementally grow Medicare, MA, and ACA sales. Create a strategic business plan with a focus on high producing agents to improve retention and production.
• Maintain proactive sales relationships with our current producers by producer profiling, constant relationship-building, and refining and refreshing broker base.
• Make required volume of proactive sales calls, sales visits, marketing campaigns and outreach to drive production.

Qualifications & Personal Experience

• Successful sales experience with Medicare, Medicare Advantage, and ACA sale and/or insurance brokerage industry with proven proficiency in developing strategic sales plan and continually achieving or exceeding assigned quotas.
• Expert level knowledge and experience in Medicare, Medicare Advantage, and ACA products, plans, commission structures, and new business processes
• Proven sales experience recruiting new producers, growing a book of business, and expanding existing relationships into increased revenue.
• Effective interpersonal and written communication skills.
• Ability to provide excellent customer service current and new customers
• Cross marketing with the annuity & life teams are important. A basic understanding of life & annuity products is beneficial

What to expect:

• Competitive salary
• Incentive compensation
• Experienced operational support
• A high energy, professional, and goal-oriented work environment
• Leadership development
• Excellent employee benefits provided including health and retirement